Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 of 6 chosen
Add another Small Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Quant Small Cap | UTI - Flexi Cap Fund. | Kotak Multi Cap | SBI MultiCap | HDFC Small Cap |
|---|---|---|---|---|---|
| Quant Small CapSmall Cap | itself | Quant Small Cap and UTI - Flexi Cap Fund. share 3% of their portfolios | Quant Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Quant Small Cap and SBI MultiCap share 10% of their portfolios | Quant Small Cap and HDFC Small Cap share 3% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Quant Small Cap share 3% of their portfolios | itself | UTI - Flexi Cap Fund. and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | UTI - Flexi Cap Fund. and SBI MultiCap share 20% of their portfolios | UTI - Flexi Cap Fund. and HDFC Small Cap share 0% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Quant Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Small Cap: no portfolio disclosed for Kotak Multi Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and Quant Small Cap share 10% of their portfolios | SBI MultiCap and UTI - Flexi Cap Fund. share 20% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | SBI MultiCap and HDFC Small Cap share 7% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and Quant Small Cap share 3% of their portfolios | HDFC Small Cap and UTI - Flexi Cap Fund. share 0% of their portfolios | HDFC Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Small Cap and SBI MultiCap share 7% of their portfolios | itself |
Closest pair: UTI - Flexi Cap Fund. and SBI MultiCap Fund share 20% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | Quant Small Cap | UTI - Flexi Cap Fund. | Kotak Multi Cap | SBI MultiCap | HDFC Small Cap |
|---|---|---|---|---|---|
| Category | Small Cap | Flexi Cap | Multi Cap | Multi Cap | Small Cap |
| Fund house | quant Money Managers Limited | UTI Asset Mgmt. Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 69% of 109 | 40% of 109 | 100% of 24 | 0% of 19 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.68% points | 1.62% points | 1.00% points | 1.25% points |
| Portfolio turned over a year P1 | 75% | 41% | not measured | 85% | 46% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Ajay Tyagi · 11 yrs | not known | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 12.7% | −2.3% | 4.2% | −0.6% | −2.6% |
| 3 years p.a. | 18.5% | 8.4% | 17.3% | 13.3% | 11.3% |
| 5 years p.a. | 19.2% | 4.9% | — | — | 14.8% |
| Deepest fall (max drawdown) | −24.4% | −20.1% | −21.0% | −15.1% | −22.6% |
| Assets (AUM) | ₹34,069 Cr | ₹23,434 Cr | ₹25,937 Cr | ₹24,138 Cr | ₹42,162 Cr |
| Disclosed history | 7.5 yrs | 12 yrs | — | 3.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 120 · 43% | 62 · 44% | none disclosed | 72 · 30% | 87 · 35% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.